BWM
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BNC Wealth Management’s Travelers Companies TRV Stock Holding History

BNC Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$246K Buy
920
+1
+0.1% +$268 0.07% 80
2025
Q1 		$243K Buy
919
+2
+0.2% +$529 0.09% 82
2024
Q4 		$221K Buy
917
+1
+0.1% +$241 0.07% 86
2024
Q3 		$214K Buy
+916
New +$214K 0.08% 88